Plan Ledger DOL Form 5500 · updated monthly

Bozzuto's, Inc.401(k)

BOZZUTO'S, INC. 401(K) PLAN · CHESHIRE, CT · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Bozzuto's, Inc. reported $60,542 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $713 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.06% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 199th-largest of 1,106 plans among Connecticut employers on file, and the 437th of 4,246 in wholesale trade. In 2024, employees put in $5.96 for every $1.00 the employer contributed; active participation has grown from 1,505 to 1,692 since 2022.

Plan summary
Net assets, end of year$95,107,154
Participants with balances1,785
Active participants1,692
Employer contributions$1,205,963
Employee contributions$7,182,929
Employer contribution per active participant$713
Average account balance$53,281
Benefits paid to participants$9,945,464
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$95.1M · 1,785 accts · $1.2M emplr
2023$84.0M · 1,740 accts · $1.2M emplr
2022$68.6M · 1,777 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,855
Investment management$16,687
Total administrative$60,542
The Bozzuto's, Inc. 401(k) match · 2024
Employer contribution per active participant$713
Median for plans this size$3,635
2024$713 per active participant
2023$789 per active participant
2022$737 per active participant

Bozzuto's, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,905
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$16,687

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$60,542 · 0.07%
2023$59,025 · 0.08%
2022$45,180 · 0.06%
All plans at this employer2
BOZZUTO'S INC. EMPLOYEES PROFIT SHARING AND STOCK OWNERSHIP PLANESOP
BOZZUTO'S, INC. 401(K) PLAN401(k)
Same employer
Similar plansWholesale Trade · Connecticut
Cellmark, Inc. CT$154.7M · 0.14%
Dairyland USA Corp. CT$117.3M · 0.25%
Timex Group USA, Inc. CT$116.2M · 0.10%
Icon International, Inc. CT$60.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060606469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.